Charles Trumbull Lee
Portfolio Manager-Equities at Fiduciary Trust Company International of Pennsylvania
Network origin in Charles Trumbull Lee first degree
Entity | Entity type | Industry | |
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Fiduciary Trust Company International of Pennsylvania
Fiduciary Trust Company International of Pennsylvania Investment ManagersFinance Fiduciary Trust Co. International of Pennsylvania (FTCI-PA) is an investment management firm headquartered in Radnor, Pennsylvania. The firm was founded in 1986 as Pennsylvania Trust Co. and is a subsidiary of Fiduciary Trust Co. International, which is owned by Franklin Resources, Inc. (NYSE: BEN). FTCI-PA provides investment management and trust administration, tax, estate and related account services to individuals, families, institutions, endowments, and personal foundations.
17
| Subsidiary | Investment Managers | 17 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Charles Trumbull Lee via their personal network
Company | Sector | Related people | Main position |
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Drew University | College/University | Undergraduate Degree | |
Drexel Burnham Lambert Real Estate Associates II
Drexel Burnham Lambert Real Estate Associates II Real Estate Investment TrustsFinance Drexel Burnham Lambert Real Estate Associates II operates a Real Estate Investment Trust (REIT). | Real Estate Investment Trusts | Corporate Officer/Principal | |
STIFEL FINANCIAL CORP. | Investment Managers | Corporate Officer/Principal | |
The Vanguard Group, Inc.
The Vanguard Group, Inc. Investment ManagersFinance The Vanguard Group, Inc. (VGI) is an independent, SEC-registered investment advisor and mutual fund manager headquartered in Malvern, Pennsylvania. The firm was founded in 1975 by John Bogle. In 1976, they introduced the first indexed mutual fund, the First Index Investment Trust (now known as the Vanguard 500 Index Fund), to individual investors. VGI provides investment advisory services to Vanguard family of funds and Vanguard's non-US clients, which are comprised of funds established as trusts under the laws of the Province of Ontario in Canada and separate account clients of Vanguard's international subsidiaries. | Investment Managers | Corporate Officer/Principal | |
The Haverford Trust Co.
The Haverford Trust Co. Investment ManagersFinance The Haverford Trust Co. is a SEC-registered investment advisor headquartered in Radnor, Pennsylvania. The firm was founded in 1979 and is owned by Drexel Morgan & Co. Haverford Trust provides trust and investment management services to a wide range of individuals and institutional investors. | Investment Managers | Corporate Officer/Principal Portfolio Manager-Equities | |
Logan Capital Management, Inc.
Logan Capital Management, Inc. Investment ManagersFinance Logan Capital Management, Inc. (Logan Capital) is employee-owned, SEC-registered investment advisor headquartered in Newtown Square, Pennsylvania. The firm was founded in 1993 by Al Besse, Stephen S. Lee, and Dana H. Stewardson. Logan Capital provides investment supervisory services either on a discretionary or non-discretionary basis to institutions, individuals and high net-worth individuals, corporations or other business entities, registered investment companies (mutual funds), private comingled funds/pooled investment vehicles, endowments, foundations, and trusts, private pensions and profit sharing plans (ERISA), insurance companies, public funds, Taft-Hartley Plans, wrap programs, and sub-advisory relationships to RIAs and broker-dealers. | Investment Managers | Portfolio Manager-Equities | |
NorthStar Asset Management LLC
NorthStar Asset Management LLC Investment ManagersFinance NorthStar Asset Management LLC (NorthStar) is an independent registered investment advisory and wealth management firm headquartered in Blue Bell, Pennsylvania. The firm was founded by Robert Bobrow in 2000. NorthStar specializes in the individual management of portfolios for individuals, businesses and charitable organizations, and pension and profit-sharing plans on either a discretionary or non-discretionary basis. | Investment Managers | Portfolio Manager-Equities | |
SEI Investments Management Corp.
SEI Investments Management Corp. Investment ManagersFinance SEI Investments Management Corp. (SIMC) is a SEC-registered investment advisor headquartered in Oaks, Pennsylvania. The firm was founded in 1968 by Alfred West, Jr. They are a subsidiary of SEI SIMC Holdings LLC, ultimately owned by SEI Investments Co. (NASDAQ: SEIC). SIMC serves as investment advisor to various types of investors and a number of pooled investment vehicles, such as mutual funds, hedge funds, private equity funds, collective investment trusts and offshore investment funds. Additionally, the firm serves as the sponsor of, and advisor to, managed accounts. | Investment Managers | Corporate Officer/Principal | |
PTC 450 Ltd.
PTC 450 Ltd. Financial ConglomeratesFinance PTC 450 Ltd. engages in the provision of investment services. The company is headquartered in Radnor, PA. | Financial Conglomerates | President Director/Board Member | |
Harvard University
Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Undergraduate Degree | |
University of Pittsburgh | College/University | Undergraduate Degree | |
Deutsche Bank Alex. Brown, Inc.
Deutsche Bank Alex. Brown, Inc. Financial ConglomeratesFinance Deutsche Bank Alex Brown, Inc. provides wealth management services. The company was founded in 2000 and is headquartered in Baltimore, MD. | Financial Conglomerates | Corporate Officer/Principal | |
Arthur Andersen LLP
Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
The Glenmede Trust Co., NA
The Glenmede Trust Co., NA Investment ManagersFinance The Glenmede Trust Co. NA provides investment trust services. Its services include wealth management, investment management, tax services and planning, fiduciary services, charitable and retirement planning, portfolio management, asset allocation, and fiduciary tax returns. The company was founded by Joseph N. Anderson Pew and Mary Anderson Pew in 1956 and is headquartered in Philadelphia, PA. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Temple University (Pennsylvania) | College/University | Undergraduate Degree Masters Business Admin | |
Princeton University | College/University | Undergraduate Degree Undergraduate Degree | |
The Bank of New York Mellon (New York)
The Bank of New York Mellon (New York) Regional BanksFinance The Bank of New York Mellon is a state chartered bank. It offers asset servicing, issuer services, treasury services, broker-dealer, and advisor services and bank-advised business of asset management. The company is headquartered in New York, NY. | Regional Banks | Corporate Officer/Principal Corporate Officer/Principal | |
Rollins College (Florida) | College/University | Undergraduate Degree Undergraduate Degree | |
LOM Asset Management Ltd.
LOM Asset Management Ltd. Investment ManagersFinance LOM Asset Management Ltd. (LOM AM) is an asset management firm headquartered in Hamilton, Bermuda. The firm is a subsidiary of LOM Financial Ltd. (BSX: LOM). LOM AM provides investment solutions to high net-worth individuals and institutional clients across the globe. | Investment Managers | Chief Investment Officer | |
Williams College | College/University | Undergraduate Degree | |
Eastern University | College/University | Director/Board Member | |
Lehigh University | College/University | Undergraduate Degree | |
Power Support (USA), Inc.
Power Support (USA), Inc. Electronics/Appliance StoresRetail Trade Power Support (USA), Inc. provides and distributes accessories for wireless devices. The company was founded in 2004 and is headquartered in Burbank, CA. | Electronics/Appliance Stores | Corporate Officer/Principal | |
Hobart & William Smith Colleges | College/University | Undergraduate Degree | |
Radnor Capital Management LLC
Radnor Capital Management LLC Investment ManagersFinance Radnor Capital Management LLC (RCM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Wayne, Pennsylvania. The firm was founded by Pierce Archer and Douglas Pyle in 2012. RCM provides independent, tax- and fee-sensitive investment counseling and individualized portfolio management to high-net-worth individuals, families, non-profit organizations and other institutional accounts. | Investment Managers | Portfolio Manager-Equities | |
The Curtis Institute of Music | College/University | Corporate Officer/Principal | |
The Northern Trust Co.
The Northern Trust Co. Regional BanksFinance The Northern Trust Co. provides investment management, asset, fund administration, fiduciary and banking solutions. The company is headquartered in Chicago, IL. | Regional Banks | Corporate Officer/Principal | |
Trinity College (Connecticut) | College/University | Undergraduate Degree | |
Duke University School of Law | College/University | Graduate Degree | |
The Mann Center for the Performing Arts
The Mann Center for the Performing Arts Movies/EntertainmentConsumer Services The Mann Center for the Performing Arts operates as the outdoor music centers that presents world-class artists. The company was founded in 1935 and is headquartered in Philadelphia, PA. | Movies/Entertainment | Director/Board Member | |
Janney Montgomery Scott LLC
Janney Montgomery Scott LLC Investment Banks/BrokersFinance Founded in 1999 by the late Thomas Watson, Janney Montgomery Scott LLC (JMS) is a full-service financial services firm and registered broker/dealer headquartered in Philadelphia, Pennsylvania. The firm is a subsidiary of Independence Square Properties LLC, itself a subsidiary of Penn Mutual Insurance Co. Their ultimate parent is Harleysville Mutual Insurance Co. JMS is a member of the NYSE, the SIPC and FINRA. The firm provides comprehensive financial advice and services to individual, corporate and institutional investors. Their primary coverage verticals include the consumer, technology, financials and infrastructure sectors. | Investment Banks/Brokers | Corporate Officer/Principal | |
Lafayette College | College/University | Undergraduate Degree | |
University of Denver | College/University | Masters Business Admin | |
St. Joseph's University | College/University | Masters Business Admin | |
Villanova University | College/University | Undergraduate Degree |
Statistics
International
United States | 48 |
Bermuda | 2 |
Netherlands | 2 |
Sectoral
Finance | 28 |
Consumer Services | 19 |
Commercial Services | 4 |
Retail Trade | 2 |
Operational
Corporate Officer/Principal | 32 |
Portfolio Manager-Equities | 27 |
Undergraduate Degree | 16 |
Analyst-Equity | 7 |
Portfolio Manager-Fixed Income | 6 |
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